Gavin Owen, CFP®, CPFA®
Financial Planning for Retirees, Business Owners, Dentists and Physicians.
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Serving Clients Nationwide
Financial Planning for Retirees, Business Owners, Dentists and Physicians.
Areas of Focus
- Business Owners
- Business Transitions
- Estate Planning
- Exit Planning
- Federal Student Loan Option Analysis
- Financial Planning
- High Net Worth
- High Net Worth Retirement Planning
- Insurance
- Investing
- Investment Management
- Legacy Planning
- Life Insurance
- Medicare / IRMAA Planning
- Multi-Generational Wealth
- Private Student Loan Option Analysis
- Public Service Loan Forgiveness (PSLF) Advising
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Student Loan Advising
- Student Loan Repayment Plan Advising
- Tax-Efficient Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Wealth Management
About Gavin Owen, CFP®, CPFA®
I'm Gavin Owen, CFP®, CPFA®, a Financial Advisor with Strategic Wealth Design in Las Vegas, Nevada. My purpose is to help individuals and families achieve Financial Security and Financial Freedom.Before joining Strategic Wealth Design, I gained experience in financial advisory services, wealth management, and retirement planning, working primarily with retirees and business owners.
I earned my Bachelor of Science in Finance from the University of Nevada, Reno, and hold the CERTIFIED FINANCIAL PLANNER™ certification and Certified Plan Fiduciary Advisor designation.
Having grown up in Las Vegas, I'm proud to serve individuals and families in my hometown. Outside the office, I enjoy calisthenics, exploring national parks, discovering new restaurants, and traveling internationally. I make it a personal goal to visit at least one new country every year.
If you're interested in learning how Strategic Wealth Design's financial planning process may help you work toward Financial Security and Financial Freedom, I welcome the opportunity to learn more about your financial goals and discuss how we may be able to help.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Plan Fiduciary Advisor (CPFA)
Affiliations
- CFP Board
Primary Location
8675 S Eastern Ave., Suite 203, Las Vegas, NV 89123
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Strategic Wealth Design
You’ve worked hard to build your success. Strategic Wealth Design helps you connect that success with the life you want to live.We provide comprehensive financial planning and wealth management for business owners, high-net-worth individuals and families, and established professionals, including dentists, physicians, and practice owners. Our approach looks beyond individual accounts to consider how investments, tax-efficient strategies, retirement planning, insurance, estate considerations, and business decisions work together.
For business owners, that means connecting the demands and opportunities of ownership with personal financial goals, including wealth accumulation, retirement, and succession or exit planning. For investors and families, it means bringing financial decisions into a coordinated strategy that reflects their priorities.
With offices in Las Vegas, Nevada, and Glenwood Springs, Colorado, we serve clients nationwide. Our purpose is to enrich the lives of the people we touch by helping them pursue financial security for the responsibilities they carry and financial freedom for the choices they want to make.
Our Fees
We charge fees for financial planning and investment management services and receive commissions on fixed insurance products we help clients put in place.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated.
Education
University of Nevada-Reno, Bachelor’s Degree, Finance and Financial Management Services
Hobbies and Interests
- Family
- Foodie
- Hiking
- Swimming
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dentists
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- High Net Worth
- Intergenerational Families
- Living in Retirement
- Mid-Career Professionals
- Physicians
- Pre-Retirees
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5 Stars
Mahesh leads a team of top quality folks who do a top notch job - they are an absolute pleasure to work with!
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